Lake Street Advisors Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $661K | Sell |
10,972
-195
| -2% | -$11.7K | 0.03% | 285 |
|
|
2024
Q3 | $828K | Buy |
11,167
+597
| +6% | +$44.3K | 0.04% | 243 |
|
|
2024
Q2 | $696K | Buy |
10,570
+422
| +4% | +$27.8K | 0.03% | 273 |
|
|
2024
Q1 | $715K | Buy |
10,148
+284
| +3% | +$20K | 0.03% | 279 |
|
|
2023
Q4 | $719K | Buy |
+9,864
| New | +$719K | 0.04% | 271 |
|
|
2021
Q3 | – | Sell |
-8,130
| Closed | -$507K | – | 348 |
|
|
2021
Q2 | $507K | Sell |
8,130
-3,937
| -33% | -$246K | 0.04% | 164 |
|
|
2021
Q1 | $706K | Buy |
12,067
+345
| +3% | +$20.2K | 0.06% | 127 |
|
|
2020
Q4 | $685K | Buy |
11,722
+1
| +0% | +$58 | 0.06% | 125 |
|
|
2020
Q3 | $673K | Buy |
11,721
+222
| +2% | +$12.7K | 0.06% | 120 |
|
|
2020
Q2 | $588K | Sell |
11,499
-595
| -5% | -$30.4K | 0.06% | 123 |
|
|
2020
Q1 | $606K | Buy |
12,094
+1,788
| +17% | +$89.6K | 0.08% | 100 |
|
|
2019
Q4 | $568K | Buy |
10,306
+403
| +4% | +$22.2K | 0.06% | 111 |
|
|
2019
Q3 | $546K | Buy |
9,903
+59
| +0.6% | +$3.25K | 0.06% | 90 |
|
|
2019
Q2 | $531K | Sell |
9,844
-1,168
| -11% | -$63K | 0.06% | 96 |
|
|
2019
Q1 | $550K | Sell |
11,012
-2,696
| -20% | -$135K | 0.06% | 100 |
|
|
2018
Q4 | $549K | Buy |
13,708
+4,409
| +47% | +$177K | 0.07% | 86 |
|
|
2018
Q3 | $399K | Sell |
9,299
-2,094
| -18% | -$89.8K | 0.04% | 115 |
|
|
2018
Q2 | $467K | Sell |
11,393
-891
| -7% | -$36.5K | 0.05% | 162 |
|
|
2018
Q1 | $513K | Sell |
12,284
-88
| -0.7% | -$3.68K | 0.06% | 131 |
|
|
2017
Q4 | $530K | Buy |
+12,372
| New | +$530K | 0.06% | 132 |
|